Juli originally worked for Merrill Lynch Wealth Management while residing in Omaha, Nebraska. She rejoined the firm in 1998 and works now as a Senior Financial Advisor in the Leawood Kansas office. Juli has been part of the Homuth Hyde Luby team for many years, and is proud of the holistic wealth management that her team provides to their clients. Every member of the team is dedicated to serving each client and their family, as we work to determine and identify their long-term financial goals and to implement customized financial strategies.
Juli is an Iowa native but has lived in Kansas City for 30 years and considers it home. She is a graduate of Morningside College in Sioux City, Iowa. She and her husband Doug live in Kansas City with their rescue pup Lucy. They have four adult children and four grandchildren. Juli is proud to support many worthwhile KC causes to include Harvester’s, CASA, Susan G Komen, and Great Plains SPCA. Juli’s time away from the office is often spent with family and friends at the lake.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
